Private Client Advisor: Holistic Wealth Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. The successful candidate will have at least 2 years of experience in a financial advisory role and will be responsible for managing client relationships while educating clients about investment technologies. This full-time position requires valid financial licenses and offers competitive compensation, including benefits like health coverage and retirement plans.
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